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Review prospect research and WhatsApp Business numbers

Prepare for team outreach by bringing company context and your business number inventory into one scheduled report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

Why this helps

Operations reviews lose time when company notes and messaging account details have to be collected separately.

  • Collect account context and WhatsApp number inventory for one review.
  • See which business phone numbers are associated with the WhatsApp Business account.
  • Reduce manual preparation before outreach planning.

Setup

Build it in a few focused steps.

  • 1Connect Bigpicture io and WhatsApp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, specify the companies to research and ask Notis to retrieve the WhatsApp Business phone numbers and summarize both results.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real company and check the returned numbers against your account.

Questions about this workflow

Does this workflow send messages to the numbers it finds?

No. It retrieves phone number details associated with your WhatsApp Business account and prepares a review.

Can Bigpicture discover phone numbers for every prospect?

This workflow only asks Bigpicture for company research. Do not assume it provides prospect contact phone numbers unless those are returned in the research data.

How is this different from a phone number detail lookup?

This workflow retrieves the account's list of phone numbers. A separate workflow can retrieve details for one specific number.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bigpicture io to Whatsapp. A trigger fires from one place; an action lands in another.

Bigpicture io triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create message template

Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete message template

Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.

ActionInstant

Get business profile

Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.

ActionInstant

Get media

Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.

ActionInstant

Get media info

Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.

ActionInstant

Get message templates

Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Bigpicture io and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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